See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,817 | $70,002+74.0% | $115,037+5.9% | $52,331+132.8% |
| Participation rate | 83.4% | 72.1%+11.3pp | 81.4%+2.1pp | 68.1%+15.3pp |
| Annual return | 0.39% | 4.04%-3.6pp | 26.14%-25.7pp | 4.54%-4.2pp |
| Employer contribution / active EE | $8,538 | $2,715+214.5% | $4,608+85.3% | $1,882+353.8% |
| Participant deferral / active EE | $2,655 | $4,920-46.0% | $6,026-55.9% | $3,022-12.1% |
| Admin fee / account holder | $38 | $566-93.3% | $8,175-99.5% | $592-93.6% |